13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
QWLD

SPDR INDEX SHS FDS

60 institutions still hold SPDR INDEX SHS FDS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78463X418·60 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.0%
vs prior quarter
13F value held
$102M
64.0% inst. owned
of float
Holders
60
-85 QoQ
filers reporting
Activity
+54 / −36
+899 added · −718 reduced
this quarter
Concentration
43.65%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

60 institutions reported QWLD in Q1 2026. LPL Financial LLC leads at 43.6% of the visible book. -85 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$44M310K0.01%Q1 202602
Steward Partners Investment Advisory, LLC
CIK 0001723397
$9M66K0.05%Q1 202603
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M43K0.01%Q1 202604
CITADEL ADVISORS LLC
CIK 0001423053
$6M41K0.00%Q4 202505
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M38K0.00%Q1 202606
ASSETMARK, INC
CIK 0001344551
$5M35K0.01%Q4 202507
Fingerlakes Wealth Management, Inc.
CIK 0001910248
$4M31K2.95%Q1 202608
SYM FINANCIAL Corp
CIK 0000764739
$3M23K0.34%Q1 202609
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$3M23K0.01%Q1 202610
Stratos Wealth Partners, LTD.
CIK 0001612865
$3M21K0.03%Q1 202611
Wealthcare Advisory Partners LLC
CIK 0001683059
$2M15K0.04%Q1 202612
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M11K0.00%Q1 202613
Geneos Wealth Management Inc.
CIK 0001764754
$2M11K0.04%Q1 202614
Cetera Investment Advisers
CIK 0001666741
$1M8K0.00%Q1 202615
Palatine Hill Wealth Management, LLC
CIK 0002107248
$1M7K0.89%Q1 202616
MCDONALD PARTNERS LLC
CIK 0001331074
$949,7257K0.22%Q1 202617
New England Private Wealth Advisors LLC
CIK 0001582813
$828,0086K0.10%Q1 202618
Atlas Private Wealth Advisors
CIK 0001814234
$718,5535K0.17%Q4 202519
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$699,6645K0.00%Q1 202620
Focus Partners Wealth
CIK 0001542153
$624,0004K0.00%Q4 2025
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